Michael Roberts Associates, Inc
Michael Roberts Associates, Inc. has provided sound financial advice to clients in Central New York since 1990. Located in East Syracuse, we pride ourselves on our holistic approach to financial planning. At Michael Roberts Associates, we provide a road map for our clients financial future by creating a personalized, comprehensive retirement plan. We then continuously monitor and update this plan to accommodate the changing circumstances of business and life. Securities and advisory services offered through Commonwealth Financial Network®, / a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Michael Roberts Associates, Inc. 6320 Fly Rd #213, East Syracuse, NY 13057.(315) 428-1990. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WV. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use:
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- RR
Rachel Roney
Registered Principal, Branch Manager · Finance & Accounting
EmailPhone - EG
Emily Gilmore
Client Service Associate · Customer/Client Service
EmailPhone - MR
Michael Roberts
Private Investigator · Legal
EmailPhone - SL
Sydney Loftus
Client Service Associate · Customer/Client Service
EmailPhone - JK
Jeff Klein
Owner Partner · General Business & Management
EmailPhone
Showing 5 of 10 verified contacts
Top roles at Michael Roberts Associates, Inc
8 distinct titles indexed · top 8 shown.
- 2client service associate
- 2wealth management associate
- 1cadaret grant
- 1certified financial plannertm
- 1client services associate
- 1owner partner
- 1private investigator
- 1registered principal, branch manager
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